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Dailyish conversations about public accounting, with your host Jason Staats. We talk about finding positivity, workflow, and how to make it through the next 12 months without burning out.
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Chad Davis and Jason Staats go deep on the nuance of running accounting firms.
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Welcome to AutomationTown! A podcast about regular people, building automations for the problems we all share. First time here? Start with S02E01 "For When You Need A Chatbot" What are the things you do each day that you'd rather forget? Chad & Jason explore common pain points for knowledge workers, and track down the people & tools necessary to automate trivial to-do's.
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The Modern Accountant is a podcast for accounting professionals. We discuss the intersection between technology and the accounting industry, covering topics like cloud accounting, automation, cybersecurity, and data privacy. Learn about the latest trends, strategies, and tools to help your firm thrive in today's digital landscape. Tune in to stay ahead in the ever-evolving world of technology.
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Accounting Automation is a podcast for helping accounting firms learn new ways to do more with less.
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1
316 Training Tools to Navigate Tricky Client Conversations
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Take a spin with the client battler here 👉 https://chatgpt.com/g/g-JifUt9kTz-client-battler 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep https://www.trueprep.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s jo…
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1
315 It might be time to turn this podcast off
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💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ TruePrep https://www.trueprep.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! Twitter h…
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1
314 How Commenting On A Video Led to Launching An Accountant Community
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If you’re a side hustler interested in the Discord community, here’s the link https://sidehustlefirmowners.com/ And the side hustler podcast here https://www.youtube.com/playlist?list=PLiSD0u4Cl2fjGhr-puxVzD0yuqlSCpZx3 Brian Tracy Book 👉 https://a.co/d/gBOUhXR 💰 Today's Sponsors Corvee https://corvee.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp http…
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1
313 The Accounting Firm Workflow Hack: Postponement
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ C…
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1
312 MEETING TECH for Professional Services in 2024
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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1
311 Should Accounting Firms do MORE or LESS?
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Alex Hormozi Podcast 👉 https://podcasts.apple.com/us/podcast/most-business-owners-have-a-focus-problem-ep-736/id1254720112?i=1000662073209 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a l…
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1
310 A Better Client Experience to Drive PROFIT
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💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing ttps://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Co…
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1
309 How To Approach The Sales Process Ft. Brandon Hall
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Check out Brandon's newsletter here 👉 https://brandons-newsletter-bcbda5.beehiiv.com/ 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s…
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1
308 How Accounting Firm Partnerships Work
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1
307 Tax Pros: What To Know About Working With Bookkeepers
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The TallyFor trial balance app I mentioned https://www.tallyfor.com/ Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy…
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306 Bookkeepers: What To Know About Working With Tax Pros
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Check out Nancy’s Ask A CPA community here https://www.thedancingaccountant.com/ask-a-cpa-signup/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like yo…
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1
305 How To Price The Tiers of your Accounting Proposals
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Geraldine’s Down to 40 book 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 The AI app discussed, Wordware https://www.wordware.ai/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Ove…
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1
304 The State of AI Adoption In Accounting in 2024, and What’s To Come
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Andrew streams live every Friday talking tech & AI for accountants. Subscribe and check out past episodes here 👉 https://fridai.fyi/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy…
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1
303 The 15 Reasons To NOT Specialize Your Accounting Firm
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1
302 The Best Tax Software for US Accounting Firms (And What’s New In 2024)
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⚒️ Apps mentioned today (let me know if I missed any) Drake for tax prep https://www.drakesoftware.com/ Thomson Reuters UltraTax https://tax.thomsonreuters.com/en/products/ultratax-cs CCH Axcess Tax https://www.wolterskluwer.com/en/solutions/cch-axcess/tax Lacerte https://accountants.intuit.com/tax-software/lacerte/ Intuit ProConnect for tax prep h…
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1
301 The 22 Types of Software Your Accounting Firm Needs
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⚒️ Apps mentioned today (let me know if I missed any) Copilot for client portal stuff https://www.copilot.com/ Karbon for client-centric PM things https://karbonhq.com/ SafeSend for tax workflows https://safesend.com/ Microsoft Teams for team chat https://www.microsoft.com/en-us/microsoft-teams/group-chat-software Discord for team chat https://disc…
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1
300 Pros & Cons of Relationship Managers in Firms
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The story of Thomas Frank launching a small Notion tutorial channel https://www.youtube.com/watch?v=AmAm9BRvTf4 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Cloud Accountant Staffing https://www.cloudaccountantstaffing.com 🫠 Are you stuck in a legacy firm? Over 100 progr…
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1
299 The Big Decision Your Firm Needs To Make
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Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 And grab the Fear Setting worksheet here 👉 https://www.teamstrength.com/wp-content/uploads/2018/03/Fear-Setting-with-Tim-Ferriss.pdf 💰 Today's Sponsors Client Hub https://www.clienthub.app/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamu…
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1
298 Ask Clients These Questions To Increase Profit $$$
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Grab Down to 40 Hours Here 👉 https://www.amazon.com/Down-40-Hours-Roadmap-Overworking/dp/B0CYY1PGT2 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like …
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1
297 Let’s Attract Niche Clients to this Accounting Firm
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💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! …
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1
296 How To Grow Your Accounting Firm Beyond Upwork
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💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! …
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1
295 How To Close More Sales in your Accounting Firm
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💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussion on social! …
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1
294 Who Would Be Your First 20 Hires? ft. Chad Davis
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Check out Chad’s new automation community! https://automationtown.io/ 💰 Today's Sponsors Stanford Tax https://stanfordtax.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job place…
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1
293 Here’s Why You Shouldn’t Standardize Your Accounting Firm
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💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussio…
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1
292 Running A Half-Time Tax Advisory Practice ft. Josie Parr
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Check out Josie’s upcoming event here! https://profitablelifestylefirm.com/ Shoot her an email with questions at josie@solotaxcoach.com Here’s her coaching site https://solotaxcoach.com/ And her firm site https://jparrcpa.com/ 💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteam…
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1
291 9 Things Accounting Firms DON’T Have To Do Anymore
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💰 Today's Sponsors Financial Cents https://financial-cents.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🫠 Are you stuck in a legacy firm? Over 100 progressive firms are looking for accountants like you on Jason’s job placement platform: https://jason.careers/ 🗣️ Continue the discussio…
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Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 And check out Jonathan Stark’s work https://jonathanstark.com/ 💰 Today's Sponsors Financial Cents https:/…
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1
289 How Subscription Pricing Changes Accounting Firms
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Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 And check out Jonathan Stark’s work https://jonathanstark.com/ 💰 Today's Sponsors Financial Cents https:/…
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1
288 How to ACTUALLY Implement Value Pricing in your Firm
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Here’s that risk & sensitivity guide I mentioned at the top of the show https://docs.google.com/spreadsheets/d/1Ofw37gWY6evmE8mvfpVCBz2k_5l6FJ_aMqdFh8j43Yo/edit?usp=sharing Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.a…
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1
287 Overcoming Client Resistance to Pay You More
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Here's a worksheet I built out with a bunch of ideas for how to overcome the customer risks & pricing sensitivities discussed today 👉 https://docs.google.com/spreadsheets/d/1Ofw37gWY6evmE8mvfpVCBz2k_5l6FJ_aMqdFh8j43Yo/edit?usp=sharing Grab the two books discussed this week: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricin…
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1
286 The Good & Bad of Value Pricing in 2024
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Grab the two books discussed today: Implementing Value Pricing https://www.amazon.com/Implementing-Value-Pricing-Business-Professional/dp/0470584610 Time’s Up! https://www.amazon.com/Times-Up-Subscription-Business-Professional/dp/1119893526 And check out Jonathan Stark’s work https://jonathanstark.com/ 💰 Today's Sponsors Ignition https://www.igniti…
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1
285 How To Make Your Accounting Firm Attractive to Buyers
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💰 Today's Sponsors Ignition https://www.ignitionapp.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
284 Attracting Better Talent to your Firm in 2024
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💰 Today's Sponsors Ignition https://www.ignitionapp.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
283 Debating an AI of Myself To See Who’s The Better Advisor
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
282 The First 20 Hires I’d Make in My Accounting Firm
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Genwise https://www.genwise.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
281 What Work Should be FREE and What Work Should be PAID
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
280 How To Find People Who Run Firms Like Yours!
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
279 How To Charge For Catchup Work & Back Tax Work
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
278 4 Ways To Repurpose A Client Meeting Into Content
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1
277 This Accounting Student Just Took Over Their Mom’s Firm
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💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ MakersHub https://makershub.ai/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
276 The Leading Bottleneck for Firms (and how to beat it)
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💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpaBy Jason Staats
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275 AI Can Automate Client Delivery, But Should We Let It?
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💰 Today's Sponsors Tech Guru https://www.techguruit.com/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpaBy Jason Staats
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Complete this form and I may roast your firm! https://airtable.com/appZ7dtNz3oaTWWZT/shrybn5166E9t12ag Here’s that Hormozi podcast about the person with a small social following https://podcasts.apple.com/us/podcast/how-1-woman-turned-5800-followers-into-$1-million-per/id1254720112?i=1000658124095 💰 Today's Sponsors Tech Guru https://www.techguruit…
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💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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1
272 Standardizing Services - Turnkey Pricing?
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Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing 💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https:…
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271 Standardizing Services - A Better SOP
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Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing 💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Client Hub https://www.clienthub.app/ 🗣️ Continue the discussion on social! Twitter https:…
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270 Standardizing Services - A Guide to Simplification
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269 Standardizing Services - Cleaning Up The Mess
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Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing 💰 Today's Sponsors MakersHub https://makershub.ai/ LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Uncat https://www.uncat.com/ 🗣️ Continue the discussion on social! Twitter https://twitter…
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Swipe the service library template here! https://docs.google.com/spreadsheets/d/16GKJF-yqSXz6oR-FSeRMqruS8tv28rqE9Yqi9536PZA/edit?usp=sharing 💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Uncat https://www.uncat.com/ 🗣️ Continue the discussion …
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💰 Today's Sponsors Cloud Accountant Staffing https://www.cloudaccountantstaffing.com LiveFlow https://bit.ly/3tK7Llr TeamUp https://www.hireteamup.com/ Uncat https://www.uncat.com/ 🗣️ Continue the discussion on social! Twitter https://twitter.com/JStaatsCPA LinkedIn https://www.linkedin.com/in/jstaats/ YouTube https://www.youtube.com/@jasoncpa…
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